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EGR/10955
Financial Services
£60,000 - £100,000
- 35 hour week (hybrid working available)
- 26 days annual leave plus birthday and stats
- Contributory pension scheme
- Private Healthcare
- Life assurance
- Health insurance
- 2 charity volunteer days
- Employee recognition
- Career development
31/10/2025
A hugely successful Financial Adviser is due to retire in the Teesside area and a truly amazing opportunity, awaits an experienced and very fortunate, IFA.
This is an employed hybrid role, validated with various bonuses. You’ll be gifted an extensive and established client bank (circa £200,000) which will increase again, when the Adviser retires within the next 6-12 months. The clients are 40+ and are located predominately in and around the Teesside area, the majority of whom mainly visit the office for meetings.
Your main responsibility is to be a safe pair of hands – trustworthy, be able to deliver an outstanding service and identify new opportunities as they arise.
Full paraplanning and administration support is provided, allowing you to spend your time with clients.
- Diploma in Regulated Financial Planning (or equivalent), Chartered would be desirable
- Must be a competent IFA with CAS/SPS
- Experience of managing private client relationships and providing financial advice
- Knowledge across a range of products and asset classes
- The ability to work with clients across all wealth bands and provide the very best support and guidance to clients with little to no financial knowledge
- Able to prepare cash flow modelling
- Strong numeracy skills, attention to detail
- Will ideally reside in the Teesside/N Yorks area
Are you interested?
Click to apply today!